Description: This report focuses on the Fixed Indexed Annuity (FIA) contract owner behavior study conducted by the SOA Research Institute and LIMRA for the years 2021-2022. It includes detailed analyses on withdrawals, surrender rates, contract values, distribution channels, and more.

Description: This report is a study. It discusses the objectives, scope, methodology, and limitations of the study, focusing on how diagnosis affects disability income claim recovery and mortality rates.

Description: This article contains a summary of the SOA International Experience Survey of Embedded Value Financial Assumptions. Topics surveyed include discount rate, equity return, fixed return, local government return, inflation, and tax rates.

Description: Data call for the upcoming Group Term Life Experience Study, which will cover 2007 to 2009. This is a long-standing experience study of the SOA. The results are used by companies to update pricing, and in the past, the IRS has used results to update Table I rates, which determine imputed income related to group term life employer plans.

Description: This is the 2010 SOA Committee on Life Insurance Company Expenses [CLICE] expense study worksheet data request form for expense information for the 2010 expense study for Life and Annuities.

Description: The document is about the post-wildfire drinking water crisis and its implications for the insurance industry. It discusses the contamination of drinking water systems by wildfires, remediation strategies, financial considerations for the insurance industry, and potential contributions from the actuarial community.

Description: The Society of Actuaries (SOA) Research Institute’s Individual Annuity Experience Committee (IAEC) and LIMRA are soliciting surrender/lapse, withdrawal, living benefit utilization, annuitization, and premium deposit experience for fixed indexed annuities (FIAs) both with and without a guaranteed living benefit offering for contract year 2023 (from contract anniversaries in 2023 to contract anniversaries in 2024).

Description: Results of the 2005 inter-company study of expenses for individual life and annuity business conducted by the SOA’s Committee on Life Insurance Company Expenses, CLICE.

Description: Provide users with a demonstration of the 2012 IDEC Claim Incidence and Termination Rate Tables and adjustments to these tables to reflect experience of key segments of the business. Compares active life and disabled life reserves based on the Base Tables and CIDA.

Description: Attached zip file contains the three 3 data request documents: the data format which covers guaranteed issue, simplified issue, and pre-need policies coding instructions to help filling out the submission and an FAQ to answer technical questions on submitting the data for a new mortality and persistency study for Guaranteed Issue / Simplified Issue Life Insurance.